MWAC

Mariner Wealth Advisors (Cincinnati) Portfolio holdings

AUM $1.81B
1-Year Est. Return 13.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$14.4M
3
+$11.6M
4
MLNX
Mellanox Technologies, Ltd.
MLNX
+$10.2M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.37M

Top Sells

1
+$17.9M
2
+$14.6M
3
+$12.2M
4
MDT icon
Medtronic
MDT
+$11.1M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$4.74M

Sector Composition

1 Financials 14.27%
2 Industrials 9.79%
3 Healthcare 9.22%
4 Technology 8.37%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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